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Geoffrey Kristopher Allan Dancey

CUTLER CAPITAL MANAGEMENT LLC·WORCESTER, Massachusetts
Series 65Clean record22 years registeredCUTLER CAPITAL MANAGEMENT LLC
306 MAIN ST, WORCESTER, MA 01608-1518CRD# 4744852Firm CRD# 107463

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Geoffrey Kristopher Allan Dancey · WORCESTER, MA
Registration
CRD #4744852 · CUTLER CAPITAL MANAGEMENT LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

CUTLER CAPITAL MANAGEMENT
Jan 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 19, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CUTLER CAPITAL MANAGEMENT LLC
CRD 107463 · SEC 801-57382
AUM
$316M
Regulatory assets under management
Employees
9
278 client accounts
Services offered by CUTLER CAPITAL MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at CUTLER CAPITAL MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Geoffrey Kristopher Allan Dancey offer?
Geoffrey Kristopher Allan Dancey specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WORCESTER, Massachusetts for a consultation.
What are Geoffrey Kristopher Allan Dancey's credentials?
Geoffrey Kristopher Allan Dancey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Geoffrey Kristopher Allan Dancey located?
Geoffrey Kristopher Allan Dancey is based in WORCESTER, Massachusetts, working with CUTLER CAPITAL MANAGEMENT LLC. Their office serves clients in the WORCESTER metropolitan area and surrounding communities.
How does Geoffrey Kristopher Allan Dancey charge for services?
Geoffrey Kristopher Allan Dancey's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CUTLER CAPITAL MANAGEMENT LLC?
CUTLER CAPITAL MANAGEMENT LLC has approximately 9 employees and manages $316M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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David Norbert Grenier
WORCESTER, MA
Melvin Stanley Cutler
WORCESTER, MA

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